The Merchant Data Sharing feature enables ISOs to instruct IRIS CRM to quickly and securely transfer merchant data from one CRM site to another.
The merchant data sharing can be enabled by users with the Manage Merchant Data Sharing Transfers permission enabled:
To enable merchant data sharing between two sites called demo1 and demo2, an administrator on the demo1 site will create a Receiver Connection, which stores the information needed to connect to demo2.
In the process, a Portfolio Key is generated on the demo1 site which needs to be shared with the demo2 site's administrator.
Finally, the administrator on the demo2 site will create a Sender Connection using the demo1 Portfolio Key, after which the data-sharing connection between the two sites is established.
When the connections on both sites are enabled, the demo1 sender site will begin to transfer merchant data (such as batches, chargebacks, transactions, retrievals, and statements) to the demo2 receiver site, based on the send conditions defined on the sender's site.
If there is a gap in the transferred data due to a processor or sender error, then after the new data is delivered it will be imported into the receiver's site historically.
Below are the step-by-step instructions for enabling a Merchant Data Sharing connection between two sites (demo1 and demo2).
Add A New Receiver Connection
To add a new Receiver Connection, navigate to Manage > Administration > Integrations > Merchant Data Sharing and click on the Add New Receiver Connection button:
In the next window, enter the receiver's site address and click Find Receiver Site:
Next, enter a name for the portfolio that you are sharing with the other site:
You will also need to select one or more conditions to define which merchants will be transferred to the receiver's site:
In this example, we opted to transfer the data of merchants linked to the NYC ISO group:
As you're selecting your conditions, the Portfolio Merchants table at the bottom of the page refreshes automatically to display the merchants whose data will be sent to the receiver's site.
Once you're finished selecting your conditions, select the "I Agree..." checkbox to accept the terms of the data transfer, and click the "Accept Data Sharing Terms And Continue" button:
The new receiver connection is now created.
You will now need to copy the Portfolio Key and send it to the receiver's administrator so that they can set up a Sender Connection on their end:
Managing The Receiver Connection
To manage a Receiver Connection simply click on the connection, and its settings will be displayed in a new window.
A new connection is by default disabled and will not send any data to the receiver's site.
To enable the connection, select the Active option in the connection settings, and click Save Changes.
If needed, you can also update the Portfolio Conditions and save your changes.
Use the Activity tab to view reports on the merchant data that has been transferred to the receiver's site, including any changes made to the receiver connection's settings:
Add A Sender Connection
On the receiver's end, the site administrator can now add a Sender Connection using the Portfolio Key provided by the sender's administrator, by clicking on the Add New Sender Connection button:
In the next window, enter the sender's domain and the portfolio key, and click Find Sender / Portfolio:
If the sender is found, the new sender setup page will appear as shown in the below example.
Enter the name of the portfolio being imported and select a user group, the user-defined processor, and the data source.
Optionally, select the users who will be assigned to any new merchants that are received from the sender's site.
Once you've configured the sender connection, select the "I Agree..." checkbox to accept the terms of the data transfer, and click the "Accept Data Sharing Terms And Continue" button:
The new sender connection is now added and will begin to import data after it is activated:
Managing The Sender Connection
To manage a Sender Connection simply click on the connection and its settings will be displayed in a new window.
New sender connections are disabled by default.
To enable a sender connection, select the Active option in the connection settings, and save your changes:
Use the Activity tab to view reports on the merchant data that has been imported from the sender's site, as well as any changes made to the connection's settings:
Whenever any changes are made in the export or import portfolios, a notification email is sent out to all administrators.
Here is an example of an email notification pm creation of a new Merchant Data Sharing portfolio: